Simplicity Wealth’s Pultegroup PHM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$213K Buy
+1,550
New +$188K 0.01% 963
2024
Q3
Sell
-3,341
Closed -$368K 1012
2024
Q2
$368K Sell
3,341
-110
-3% -$12.5K 0.01% 875
2024
Q1
$416K Buy
+3,451
New +$370K 0.01% 803

Other funds holding PHM

Simplicity Wealth's PHM Position: Q2 2026 in Review

Simplicity Wealth opened a new position in Pultegroup (PHM) in Q2 2026: 1,550 shares worth $213K. The stake represents 0.01% of the portfolio and ranks #963 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in PHM as recently as Q2 2024.

Simplicity Wealth first reported a position in PHM in Q1 2024 and has held it in 3 quarters since. The position peaked at $416K in Q1 2024. 1,041 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Simplicity Wealth held 1,550 shares of Pultegroup worth $213K as of Q2 2026.
  • Pultegroup was a new Simplicity Wealth position in Q2 2026.
  • Pultegroup made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #963 holding.
  • Simplicity Wealth first reported a position in Pultegroup in Q1 2024 and has held it in 3 quarters since.
  • Simplicity Wealth's Pultegroup position peaked at $416K in Q1 2024.
  • 1,041 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.